Beam Benefits · 1 month ago
Sales Executive, Employee Benefits (Dallas/Fort Worth)
Fort Worth, TX
Full-time
Hybrid
Mid Level
3+ years expBeam Benefits is a modern company that has transformed the dental benefits industry and is now expanding its suite of ancillary employee benefits. The Sales Executive will be responsible for establishing and nurturing relationships with brokerages, driving sales through various tactics, and ensuring Beam's value is maximized across all channels.
DentalFinancial ServicesInsurance
Responsibilities
Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos
Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients
Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
Track and analyze activity and sales metrics to ensure alignment with goals
Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency
Minimum 20% in-market travel required
Qualification
Required
This is a remote role that requires the candidate to live in or near Dallas Fort Worth, Texas
Must currently hold a valid Texas Health and Accident Insurance License
Must have 3+ years of Voluntary Benefits/Ancillary or Healthcare sales experience with through employee benefits brokers and/or general agencies
Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers
Strong organizational skills combined with exceptional written and verbal communication abilities
Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
Familiarity with Salesforce is a plus Medical sales, insurance sales, employee benefits, HR, or brokerage experience
A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building
Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events
Benefits
Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role
Beam will cover the cost for you to obtain your Life & Health license, empowering you to become a trusted expert in dental, vision, life, disability, and supplemental health benefits, as well as Beam’s cutting-edge technology, to deliver exceptional value to employers and broker partners
Company
Beam Benefits
At Beam Benefits we are simplifying and modernizing employee benefits through our intuitive digital platform, self-service tools, and AI-powered underwriting.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$248.43MKey Investors
GeorgianKleiner PerkinsLewis & Clark Ventures
2024-10-10Series Unknown· $40M
2023-09-12Series F· $40M
2021-03-02Series E· $80M
Leadership Team
Alex Curry
Co-Founder
Dan Dykes
Co-Founder
Recent News
2026-01-19
Columbus Business First
2025-03-06
Company data provided by crunchbase